The idea of ‘underappreciated change' is particularly prevalent in emerging markets according to Jupiter's Head of Strategy, Emerging Markets, Ross Teverson. Here he explains how the concept helps him identify opportunities.

Araujo runs M&G's recently launched Global Listed Infrastructure Fund and says the asset class provides a compelling proposition for long-term investors looking to diversify their portfolios. Specialist investors like M&G have bought into a wide range of the world's infrastructure - ranging from Australian airports to UK water companies with an array of port, energy and telecoms infrastructure in between.

Aberdeen's Gilbert: Five years on from the Kay Review and institutions are still too short-termist

"The epic story of Ulysses tying himself to the mast to resist the call of the sirens demonstrates the length of the history of attempts to construct devices and institutions to combat our instinctive short-termism."

In July 2012, Professor John Kay framed the problem of short-termism by citing the The Odyssey.
Five years on from the publication of the Kay Review of UK Equity Markets and Long-Term Decision Making,...

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